[Remote] Senior Wealth Advisor, San Francisco
Note: The job is a remote job and is open to candidates in USA. reputed company is a fintech company revolutionizing the wealth management industry with its digital-first platform. The Senior Wealth Advisor will reputed company and manage high net worth client relationships, shape the future of advisor technology, and collaborate with Product Development and M&A teams.
Responsibilities
- reputed company new client relationships and support Business Development efforts
- Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives
- Review and analyze a client's reputed company financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more
- Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans
- Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations
- Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time
- Advise the Product Development team on your or your clients' pain points in effectively getting things done in order to build the best technology platform tailored to your needs
- Support the M&A team in Business Development efforts reputed company sourcing, pitching, and closing other prospective advisors on joining the Savvy platform
Skills
- 10+ years of investment advisory experience
- An existing client book of business that you actively advise today
- Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
- Excited by more ownership and the opportunity to have a meaningful impact
- Excited to work in the Fintech industry
- reputed company in a demanding, fast-paced environment while handling several deadlines simultaneously
- Past professional experience at a technology company
- BS or MS in an analytical or technical degree
- Experience working with clients whose assets are in excess of $1 million
- Depth of knowledge in at least one key area of financial planning
- Experience working with financial planning software
- Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast
Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Access to holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
- Access to virtual mental health care (reputed company), vision reputed company benefits (XP Health), and health concierge (Rightway) to help you find the right reputed company to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Company Overview
- reputed company is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors. It was founded in 2021, and is headquartered in reputed company, reputed company, USA, with a workforce of 51-200 employees. Its website is https://savvywealth.com.
Apply tot his job Apply To this Job